WEST CHESTER CAPITAL ADVISORS, INC Information

216 FRANKLIN STREET, JOHNSTOWN, Pennsylvania, 15901, (814) 533-5338

Report Date: 03/31/2015

Position Statistics

Total Positions 129
New Positions 6
Increased Positions 20
Decreased Positions 95
Positions with Activity 115
Sold Out Positions 43
Total Mkt Value (in $ millions) 87

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.71%
Capital Goods 1.98%
Conglomerates
Consumer Cyclical 1.43%
Consumer/Non-Cyclical 6.78%
Energy 4.06%
Financial 57.44%
Healthcare 9.66%
Services 5.71%
Technology 9%
Transportation 0.85%
Utilities 1.7%

129 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS S&P 500 ETF SHS 22,611 -1,773 (7.27) 117,552
APPLE INC COM 4,185 -48 (1.14) 35,333
WISDOMTREE TR EUROPE HEDGED EQ 4,002 4,002 New 61,926
SPDR S&P 500 ETF TR TR UNIT 3,496 -536 (13.3) 16,662
CALAMOS CONV OPP AND INC FD SH BEN INT 2,926 -171 (5.52) 257,307
VANGUARD WORLD FDS INF TECH ETF 2,406 39 1.64 22,276
ISHARES TR MSCI EAFE ETF 2,066 1,291 166.53 31,975
AMERISERV FINL INC COM 1,898 34 1.82 560,715
SPDR SERIES TRUST BRC HGH YLD BD 1,800 -47 (2.55) 47,775
ALTRIA GROUP INC COM 1,675 -973 (36.76) 30,638
JOHNSON & JOHNSON COM 1,669 -452 (21.31) 16,684
GILEAD SCIENCES INC COM 1,455 91 6.63 12,168
EXXON MOBIL CORP COM 1,435 -965 (40.22) 18,384
VANGUARD INDEX FDS EXTEND MKT ETF 1,273 989 348.78 13,921
FORD MTR CO DEL COM PAR $0.01 1,242 1,242 New 83,109
LILLY ELI & CO COM 1,147 -39 (3.29) 13,633
BP PLC SPONSORED ADR 1,111 1,111 New 30,443
AT&T INC COM 1,106 -32 (2.84) 31,911
TRINITY INDS INC COM 1,088 1,088 New 38,615
BRISTOL MYERS SQUIBB CO COM 1,007 -299 (22.92) 15,413


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